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Planning Strategies Inc.’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Planning Strategies Inc.’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
+6,024
New +$236K 0.15% 61

Other funds holding RSPM

FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Planning Strategies Inc.'s RSPM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2026: 6,024 shares worth $233K. The stake represents 0.15% of the portfolio and ranks #61 among its holdings.

24 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

  • Planning Strategies Inc. held 6,024 shares of Invesco S&P 500 Equal Weight Materials ETF worth $233K as of Q2 2026.
  • Invesco S&P 500 Equal Weight Materials ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Invesco S&P 500 Equal Weight Materials ETF made up 0.15% of Planning Strategies Inc.'s portfolio in Q2 2026, its #61 holding.
  • 24 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.